Hints and tips:
...Women were outnumbered five to one in the 533 most senior leadership positions in S&P 100 businesses in 2023, with only 17 black women on that list, according to USA Today in March....
...“Putting a gym into Morgan Stanley is all very well but it’s about so much more than that. It’s not just a personal trainer and a nutritionist, it’s mental health.”...
...“It almost makes you want to associate with them even more,” said Steve Martin, global chief executive of the M&C Saatchi Sport & Entertainment agency....
...Lex’s comment on Morgan Stanley’s second-quarter results was our most-read column of the year....
...On a sum-of-the-parts basis, we estimate the implied FY21 P/E for Primark is c.15x, which we think is undemanding for a best-in-class value retailer, with good international prospects....
...This will reduce sales by c£23m per month. Monthly costs are c£16m, which will be reduced significantly with the government subsidies....
...JP Morgan also highlights Wonder Woman 1984 (August 14), Black Widow (November 6), No Time to Die (November 12 in UK, November 25 in US) and Top Gun: Maverick (December 23) as worth getting excited about...
...We estimate Whitbread's annual rates bill is c.£120m, equivalent to c.35% of FY20e PBT (Feb YE). Mitchells & Butlers' rates bill is also around c.£100m, c.50% of FY19 PBT (Sep YE)....
...🤔 Elsewhere in sellside, Morgan Stanley likes Renishaw....
...It was certainly in the price of one: Cineplex’s shares ended last week at around C$15 versus Cineworld’s cash offer of C$34. Predictability hasn’t stopped it being a big ol’ mess though....
...And in the past five years the US’s vice fund has moved only sideways, despite a strong rise in the S&P 500....
...Japan’s Topix and Australia’s S&P/ASX both rose 0.1 per cent....
...But his was red interior with black exterior (not white, as in the photo). He said he had air conditioning....
...A Financial Times analysis found the NHS faces a bigger “black hole” than has been accounted for in current plans....
...Earnings reports, including a stronger than expected swing into profit for Morgan Stanley, helped the S&P 500 index rise to a fresh all-time high....
...It begins with a P and ends with an E and the middle letters are O, N, C.”...
...“Management put down in black and white what has been talked about within retail for months,” said Numis Securities analyst Andrew Wade....
...Author Alice Schroeder was a noted insurance industry analyst and writer who was a managing director at Morgan Stanley. Ms....
...BREAKING THE SPELL: Religion as a Natural Phenomenon by Daniel C....
...Eliza Tinsley, the Black Country-based chain, rope and hardware group, rose 27.3 per cent to 17½p after it said it was in takeover talks....
...Konstantin, Paris Robert Willsdon Mohammad C....
...Last month, J.P....
...Woolworths retreated 2.9 per cent after JP Morgan cut its stock recommendation. on the stock....
...Zubaid Ahmad, Managing Director, J.P. Morgan Securities Roger Altman, Co-Founder and Chairman, Evercore Partners, Inc. Omar S....
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